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Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,756 | $81,870-86.9% | $119,622-91.0% | $68,486-84.3% |
| Participation rate | 100.0% | 71.9%+28.1pp | 79.3%+20.7pp | 67.9%+32.1pp |
| Annual return | -16.20% | -23.82%+7.6pp | -14.98%-1.2pp | -7.85%-8.3pp |
| Employer contribution / active EE | $1,180 | $2,692-56.1% | $4,232-72.1% | $2,597-54.5% |
| Participant deferral / active EE | $1,278 | $4,148-69.2% | $5,601-77.2% | $4,028-68.3% |
| Admin fee / account holder | $319 | $6,583-95.2% | $10,328-96.9% | $5,404-94.1% |